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Axos Financial
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Overview Fund Activity

236 hedge funds and large institutions have $1.7B invested in Axos Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+30
Holders Change %
+14.56%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
52
Increased
58
Reduced
81
Closed
22
Calls
$10.1M
Puts
$2.95M
Net Calls
+$7.17M
Net Calls Change
+$3.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.1M
2
BlackRock
2
BlackRock
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.8M
4
DAM
4
Davis Asset Management
California
$25.4M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$2.96M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$6.67M
2
EIP
2
Epoch Investment Partners
New York
$69.7M
3
KCM
3
Kennedy Capital Management
Missouri
$3.18M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.88M
5
PM
5
Pembroke Management
Quebec, Canada
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
201
Point72 Hong Kong
Hong Kong
$24K -$72.2K -1,934 -75%
VCM
202
Versant Capital Management
Arizona
$19K -$1.19K -33 -6%
IA
203
IFP Advisors
Florida
$19K +$3.42K +96 +22%
PP
204
PrairieView Partners
Minnesota
$15K – – –
Simplex Trading
205
Simplex Trading
Illinois
$15K +$15K +419 New
PA
206
Parallel Advisors
California
$13K – – –
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K – – –
CFGS
208
Concourse Financial Group Securities
Alabama
$11K – – –
RCA
209
Ranch Capital Advisors
Florida
$11K +$11K +315 New
PFP
210
Pinnacle Financial Partners
Tennessee
$10K – – –
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$10K +$1.91K +49 +24%
VCG
212
Vantage Consulting Group
Virginia
$9K +$9K +247 New
EWM
213
Endurance Wealth Management
Rhode Island
$8K – – –
QCG
214
Quadrant Capital Group
Ohio
$7K – – –
FPS
215
Fieldpoint Private Securities
Connecticut
$7K +$7K +190 New
S
216
SignatureFD
Georgia
$6K – – –
TC
217
Truvestments Capital
Florida
$6K +$6K +175 New
PFBT
218
Parkside Financial Bank & Trust
Missouri
$5K – – –
CCA
219
Childress Capital Advisors
Texas
$5K +$5K +128 New
GRP
220
Global Retirement Partners
California
$5K +$5K +130 New
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$4K -$6K -150 -60%
TWA
222
TCI Wealth Advisors
Arizona
$4K – – –
SPIA
223
Steward Partners Investment Advisory
New York
$4K – – –
MAM
224
Meeder Asset Management
Ohio
$4K +$577 +15 +17%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$4K +$1.6K +40 +67%
7 8
9
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